Rachel
Potters

Olio Financial Planning

CRD#7477043
Investment Advisor
in Blacksburg, VA

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About this Advisor

Rachel Potters is a financial advisor based in Blacksburg, Virginia, working with Olio Financial Planning. Rachel has previously held positions at Olio Financial Planning, Virginia Polytechnic Institute And State University, and Via College Of Osteopathic Medicine. Rachel has passed the Series 65 regulatory exam and is registered to provide services in Virginia. Currently, Rachel is part of Olio Financial Planning, which operates out of Blacksburg, Virginia. The firm has 1 office and 12 employees. The firm manages assets totaling $412.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and educational seminars. The fee structure at Olio Financial Planning includes hourly and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Educational seminars/workshops

Fee Structure

Hourly Charges, Fixed Fees

Office Location

301 South Main St. Suite 203
Blacksburg, VA 24060

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Olio Financial Planning Brokerage Details

Total Assets Under Management

$412,667,401

VA Average: $1,835,309,194
Total Number of Employees

12

VA Average: 32
Total Number of Accounts

1,486

VA Average: 1,458
Average Account Size

$277,704

VA Average: $1,258,785

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Educational seminars/workshops

Rachel Potters Work History

2021 - Present (3 years)

Olio Financial Planning

2014 - 2021 (7 years)

Virginia Polytechnic Institute And State University

2006 - 2014 (8 years)

Via College Of Osteopathic Medicine

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Disclosures

Please visit the SEC profile of Rachel Potters to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Olio Financial Planning

Brae Beggs
Mc Lean, VA
Amanda Ansell
Blacksburg, VA
Christine Damico
Blacksburg, VA
Sarah Racek
Taylors, SC
Amy Moore
Blacksburg, VA
Kelly Ryan
Blacksburg, VA
Michael Hughes
Mc Lean, VA
Spencer Werres
Mc Lean, VA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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